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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,006 | $81,870-21.8% | $119,608-46.5% | $68,495-6.6% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -19.05% | -23.82%+4.8pp | -14.98%-4.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,668 | $2,692-0.9% | $4,232-37.0% | $2,596+2.8% |
| Participant deferral / active EE | $5,513 | $4,148+32.9% | $5,601-1.6% | $4,028+36.9% |
| Admin fee / account holder | $5,828 | $6,583-11.5% | $10,326-43.6% | $5,403+7.9% |